Reviews written by SDWealth

3 results - showing 1 - 3  
 
 
Cheshire Wealth Manager
Financial Planning
SDWealthSDWealth   April 02, 2012
Overall rating 
 
 
3.3
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Price and Features for a Small Planner

We used NaviPlan and Exec Plan in the past. This is so much easier to use and the clients understand it, we're not overwhelming them with data. I...

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PortfolioCenter
Portfolio Management
SDWealthSDWealth   July 20, 2010
Overall rating 
 
 
3.8
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Portfolio Center

Looking forward to the enhanced reporting module upgrade.

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ProTracker
CRM Software
SDWealthSDWealth   February 19, 2010
Overall rating 
 
 
4.1
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
5.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Easy to use, one stop client information system

Affordable and user friendly

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3 results - showing 1 - 3